Add a line to an existing purchase requisition or order

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • You can add a new purchase line to an existing purchase requisition or order.

    Before you begin

    Role required: sn_spend_psd.requestor or shopper

    Procedure

    1. Navigate to All > ShoppingHub Home > My purchases.
    2. Select a purchase requisition or order and select Edit from the More options icon.
      The Edit a purchase page is displayed with the available purchase lines.
    3. Select Add to add a new line.
    4. On the form, fill in the fields.
      When adding a new line, you can select a supplier product from the existing system catalog or request for a new supplier product from theWould you like to: field. The fields displayed are based on the selection of one of the following options:
      • Browse catalog
        Field Description
        Would you like to: Select Browse catalog to select from a pre-existent supplier and catalog.
        Supplier Displays the supplier name.
        Supplier Product Select a relevant product to purchase from the list.
        Quantity Enter the numerical quantity of the product to purchase.
        Expected delivery date Select the date by when you want the product to be delivered.
        Where do you think you will have this delivered? Select one of the following delivery options:
        • To a saved location
        • To a work address (already approved)
        • To somewhere else
        Address Based on the delivery option selected, the address is displayed here.
        Add a payment method Select your preferred payment method.
        Purchase reason Enter your comments on the purchase.
      • Submit a quote
        Field Description
        Would you like to: Select Submit a quote to add a new supplier and product that you want to purchase.
        Supplier Displays the supplier name.
        Is this a quote for a goods or service? Select if the quote is for a goods or a service.
        Supplier Part Number Enter the number to identify the supplier or product. For example, SKU, Product ID, and so on.
        Product Name Enter the name of the product that you would like to order.
        Unit Select from Fixed Fee orIndividual unit to quantify the product. For example, box, each, ounces, and so on.
        Select the currency type for the quoted price Select the currency type in which you want to trade.
        Unit Price Enter the price per unit.
        Quantity Enter the numerical quantity of the product to purchase.
        Tax Enter the tax value.
        Shipping Enter the shipping mode.
        Total Amount Displays the calculated total value of the purchased.
        Expected delivery date Select the date by when you want the product to be delivered.
        Where do you think you will have this delivered? Select one of the following delivery options:
        • To a saved location
        • To a work address (already approved)
        • To somewhere else
        Address Based on the delivery option selected, the address is displayed here.
        Add a payment method Select your preferred payment method.
        Purchase reason Enter your comments on the purchase.
        Additional comments Enter additional comments if any.
    5. Select Add to complete the add request.
      A new purchase line is added to the purchase requisition or order. Note that for Submit a quote option, the PRL/POL number is not displayed.
    6. Select Submit request.
      A confirmation message screen appears.